Global equities have resumed their upward trend, more than recovering their wobble in mid-August. Markets were up 1.0% in local currency terms last week and have also opened higher this … Read More
Confusing Times
Global equities had a wobble last week, ending down 1.4% in local currency terms. However, they finished the week on a more positive note and have also opened higher this … Read More
Investment Outlook Q3 2021
SUMMARY A strong global rebound is now underway and should not be derailed by the Delta variant Global growth should slow from here but even so remain well above trend … Read More
Back on top in June
Global equity markets put in a robust performance last week, gaining 2.0% in local currency terms with the US leading the way. Despite June normally being the weakest month of … Read More
What’s in a Dot?
Markets last week were dominated by just one event – the meeting of the US Federal Reserve on Wednesday which caught investors on the hop. The Fed updates its economic … Read More
Inflation Probation
Equity markets continued their upward trend last week. Global equities gained another 0.5% and are now up around 13% since the start of the year. The continuing gains, despite now … Read More
Too Good to Last?
Equity markets have started June on a positive note and, so far at least, are ignoring the fact that June is traditionally the weakest month of the year. Global equities … Read More
Fool’s Gold
Last week was a quiet one for most markets. Global equities were little changed and are around 1-2% below their recent highs. The modest correction seen over the last couple … Read More
Inflation Damnation
Global equities fell back last week. They were down around 3% by Wednesday but subsequently recovered some of their losses, to end the week down 1.5% and 2.3% in local … Read More
Investment Outlook Q2 2021
SUMMARY This year’s fiscal stimulus in the US has been considerably larger than expected A strong rebound in the global economy is now underway, led by the US Inflation will … Read More